The Levene Family Foundation

The Levene Family Foundation shows minimal historical activity with recent substantial increase in revenue and assets.

EIN: 166283714 · Dorset, VT · Updated: 2026-03-28

$3.2MRevenue
$1.9MAssets
75/100Mission Score (Good)
The Levene Family Foundation Financial Summary
MetricValue
Total Revenue$3.2M
Total Expenses$1K
Program Spending90%
Net Assets$12K
Transparency Score75/100

Is The Levene Family Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

The Levene Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About The Levene Family Foundation

The Levene Family Foundation (EIN: 166283714) is a nonprofit organization based in Dorset, VT. The organization reported total revenue of $3.2M and total assets of $1.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Levene Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

39Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

The Levene Family Foundation is a mid-size nonprofit that has been operating for 39 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -35.2%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$217
Total Expenses$1K
Surplus / Deficit$-867
Total Assets$12K
Total Liabilities$1
Net Assets$12K
Operating Margin-399.5%
Debt-to-Asset Ratio0.0%
Months of Reserves137.0 months

Financial Health Grade: B

In 2023, The Levene Family Foundation reported a deficit of $867 with expenses exceeding revenue, holds 137.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), The Levene Family Foundation's revenue has declined at a compound annual growth rate (CAGR) of -35.2%.

YearRevenue ChangeExpense ChangeAsset Change
2022-252.8%+28.8%-13.5%
2021+1666.7%+10.9%
2020+800.0%+0.8%
2019-100.0%-100.0%+5230.4%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1987

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Levene Family Foundation appears to be a small private foundation, as indicated by its consistent low revenue and expenses in recent years, often in the hundreds of dollars. Its assets have also remained relatively modest, peaking at $69,917 in 2011 and currently standing at $1,869,736, which is a significant increase from previous years. The organization consistently reports zero officer compensation, suggesting a volunteer-driven or very lean operational structure, which is a positive indicator for efficiency. However, the NTEE code is unknown, which can sometimes hinder a clear understanding of its specific programmatic focus. The financial data shows a pattern of expenses often exceeding revenue in earlier periods (e.g., 2015-2011), which is not uncommon for foundations making grants. More recently, revenue and expenses have been extremely low, sometimes even negative revenue, which could indicate specific accounting practices for a private foundation or minimal activity. The significant jump in 'Latest Revenue' to $3,247,016 and 'Assets' to $1,869,736, compared to the historical filings, suggests a recent substantial contribution or change in financial activity not reflected in the detailed historical expense data provided. Without a breakdown of this recent large revenue and asset figure, it's difficult to fully assess its current financial health and spending efficiency. Given the historical data, the foundation has maintained very low liabilities, often $0 or $1, indicating good financial management in terms of debt. The lack of officer compensation is a strong point for transparency and efficiency. However, the very low and sometimes negative revenue figures in recent detailed filings, contrasted with the high 'Latest Revenue' and 'Assets' figures, create a discrepancy that warrants further investigation to fully understand its current operational scale and financial strategy.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates The Levene Family Foundation with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, The Levene Family Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$217Total Revenue
$1KTotal Expenses
$12KTotal Assets
$1Total Liabilities
$12KNet Assets

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all provided filing periods, indicating that its leadership is either unpaid or compensated through other means not reported as officer compensation, which is a positive for resource allocation.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of The Levene Family Foundation's IRS 990 filings:

Strengths

The following positive indicators were identified for The Levene Family Foundation:

Frequently Asked Questions about The Levene Family Foundation

Is The Levene Family Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, The Levene Family Foundation (EIN: 166283714) some concerns. Mission Score: 75/100. 3 red flags identified, 3 strengths noted.

How does The Levene Family Foundation spend its money?

The Levene Family Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to The Levene Family Foundation tax-deductible?

The Levene Family Foundation is registered as a tax-exempt nonprofit (EIN: 166283714). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is The Levene Family Foundation located?

The Levene Family Foundation is headquartered in Dorset, Vermont and files with the IRS under EIN 166283714.

How many years of IRS 990 filings does The Levene Family Foundation have?

The Levene Family Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $3.2M in total revenue.

What caused the significant increase in 'Latest Revenue' to $3,247,016 and 'Assets' to $1,869,736, given the historically low figures?

The provided data does not specify the source or nature of this recent substantial financial influx. It could be a large donation, investment gains, or a change in reporting for a specific period.

What are the specific programs or grants funded by The Levene Family Foundation?

The NTEE code is unknown, and the provided financial data does not detail specific programmatic activities or grant recipients, making it difficult to assess its direct impact.

How does the foundation manage its expenses, which historically often exceeded revenue?

In earlier periods (e.g., 2015-2011), expenses consistently exceeded revenue. For a private foundation, this can be typical if they are distributing grants from an endowment or prior year contributions. More recent periods show extremely low activity.

Filing History

IRS 990 filing history for The Levene Family Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), The Levene Family Foundation's revenue has declined by 99.5%, moving from $40K to $217. Total assets decreased by 82.3% over the same period, from $70K to $12K. Total functional expenses fell by 98.2%, from $59K to $1K. In its most recent filing year (2023), The Levene Family Foundation reported a deficit of $867, with expenses exceeding revenue. The organization holds $1 in liabilities against $12K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $12K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $217 $1K $12K $1
2022 $-243 $85 $12K $1 View 990
2021 $159 $66 $14K $1 View 990
2020 $9 $0 $12K $1
2019 $1 $0 $12K $1
2015 $32K $54K $227 $0 View 990
2014 $68K $76K $22K $0 View 990
2013 $46K $68K $29K $0 View 990
2012 $38K $56K $52K $0 View 990
2011 $40K $59K $70K $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for The Levene Family Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for The Levene Family Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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